See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,435 | $85,766-62.2% | $136,294-76.2% | $70,131-53.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.34% | 31.45%-11.1pp | 5155.94%-5135.6pp | 73.14%-52.8pp |
| Employer contribution / active EE | $1,722 | $2,966-41.9% | $4,695-63.3% | $2,342-26.5% |
| Participant deferral / active EE | $5,809 | $5,051+15.0% | $6,247-7.0% | $3,332+74.4% |
| Admin fee / account holder | $43 | $5,420-99.2% | $9,243-99.5% | $4,645-99.1% |